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Status Acknowledged
Product IRIS KashFlow
Categories Bank
Created by Guest
Created on Jan 11, 2018

Post multiple bank payments as a batch

I have 80-100 bank payments to post every month, outside of the Purchase Ledger. I would like to upload these as a CSV file and allocate Nominal and Tax codes in a similar way that I match payments to purchase invoices, then import them into the bank account as a batch.

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  • Polly Price
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    |
    Feb 9, 2018

    Hi Jackie, Thank you for your feedback. Below is a link to a knowledge base article which details how you can upload bank transactions from a CSV which can then be matched or created. Does this resolve the problem for you?


    https://www.kashflow.com/support/kb/bankfeeds-csv


    Best Regards

    KashFlow Product Team